Russell Investments opens private markets for retail investors with launch on North platform 

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Russell Investments has launched a Private Markets Managed Portfolio, bringing a portfolio of private equity, private credit and real assets onto AMP’s North platform with a minimum investment of $25,000... Read more continue reading

U Ethical Investors appoints industry veteran Brett Jollie CEO to accelerate growth strategy

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Ethical investment pioneer U Ethical has appointed Brett Jollie as Chief Executive Officer, signalling a decisive move to scale its investment platform and expand its reach across Australia’s institutional and... Read more continue reading

Louise Eyres joins board of Australian Ethical Superannuation Pty Ltd 

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Australian Ethical has announced the appointment of Louise Eyres to the board of its super fund, effective 25 March 2026. Ms Eyres is an experienced non-executive director with extensive expertise... Read more continue reading

BW Equities implements Openmarkets technology solution to strengthen wealth and trading capabilities

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Trading and wealth management fintech Openmarkets Group has announced it has been appointed by Australian firm BW Equities to deploy a tailored wealth and trading technology solution that will support... Read more continue reading

Palisade Real Assets expands UK bioenergy platform with Evercreech Renewable Energy Limited acquisition 

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Palisade Real Assets is pleased to announce its UK-based bioenergy platform, BioticNRG Limited, has acquired 100% ownership of Evercreech Renewable Energy Limited (“Evercreech”), a UK-based organic waste anaerobic digestion technology... Read more continue reading

AMAFA introduces MainstayAI

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Boutique licensee AMAFA has introduced MainstayAI, an AI-enabled advice review tool, designed to help its advisers quickly review their documentation and identify potential gaps. Advisers can upload key documents, including... Read more continue reading

AI market rotation accelerates in early 2026 as SaaS business models come under pressure

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Global equities have entered 2026 with strong momentum, but the underlying market rotation is intensifying as investors reassess how value is captured across the AI ecosystem. While upstream capital expenditure... Read more continue reading

85% of banks’ corporate clients plan to engage with a non-bank financial institution within the next year as competition with private capital intensifies

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Key points Banks look to bolster AI expertise with external hires (40%) as upskilling proves challenging Only 29% of IT budgets are currently directed to transformative technologies Corporate Investment Banks... Read more continue reading

A year of living with uncertainty: Shifting superannuation policy undermines retirement confidence

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Retirement confidence among high-net-worth (HNW) Australians has fallen sharply since 2022, according to new research commissioned by Generation Life, as evolving superannuation and tax settings emerge as a major source... Read more continue reading

Bain Capital to buy Perpetual Wealth Management business

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Bain Capital has agreed to buy Perpetual Wealth Management, a leading Australian-based wealth management business currently owned by Perpetual Group. Details of the sale agreement have been announced to the... Read more continue reading